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JPMorgan Chase
JPM

Overview Fund Activity

3,403 hedge funds and large institutions have $228B invested in JPMorgan Chase in 2022 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 1,771 increasing their positions, 1,192 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,403
Holders Change
-89
Holders Change %
-2.55%
% of All Funds
57.54%
Holding in Top 10
350
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-6.67%
% of All Funds
5.92%
New
138
Increased
1,771
Reduced
1,192
Closed
177
Calls
$4.45B
Puts
$6.54B
Net Calls
-$2.09B
Net Calls Change
+$668M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.15B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$673M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$554M
4
GA
Greenhaven Associates
New York
+$438M
5
PIF
Public Investment Fund
Saudi Arabia
+$434M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.81B
2
State Street
State Street
Massachusetts
-$1.2B
3
Capital World Investors
Capital World Investors
California
-$664M
4
BlackRock
BlackRock
New York
-$464M
5
PI
Putnam Investments
Massachusetts
-$379M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMC
1026
First Merchants Corp
Indiana
$6.48M +$134K +1,194 +2%
LWCFA
1027
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.48M +$168K +1,488 +3%
MP
1028
McDonald Partners
Ohio
$6.48M +$319K +2,837 +5%
SA
1029
SRH Advisors
Kansas
$6.47M +$2.93M +26,004 +83%
BAM
1030
Boyar Asset Management
New York
$6.47M -$475K -4,216 -7%
AA
1031
Apriem Advisors
California
$6.46M -$230K -2,040 -3%
RIA
1032
RPG Investment Advisory
California
$6.46M +$1.79M +15,883 +38%
P
1033
Paradiem
Louisiana
$6.45M – – –
LOPW
1034
Live Oak Private Wealth
North Carolina
$6.45M +$309K +2,746 +5%
FCT
1035
Family Capital Trust
Massachusetts
$6.43M +$82.2K +730 +1%
ANTB
1036
AMG National Trust Bank
Colorado
$6.39M -$203K -1,772 -3%
MYLI
1037
Meiji Yasuda Life Insurance
Japan
$6.38M +$1.62M +14,368 +34%
MCP
1038
Mirador Capital Partners
California
$6.36M +$283K +2,515 +5%
CIC
1039
Cutler Investment Counsel
Oregon
$6.36M +$34K +302 +0.5%
ATPW
1040
Ashton Thomas Private Wealth
Arizona
$6.36M +$223K +1,984 +4%
DWM
1041
Dakota Wealth Management
Florida
$6.36M -$3.73M -33,130 -37%
LA
1042
Lynch & Associates
Indiana
$6.36M +$122K +1,087 +2%
PMG
1043
ProVise Management Group
Florida
$6.34M +$3.26M +28,968 +106%
SC
1044
Stolper & Co
Oklahoma
$6.33M +$91.5K +813 +1%
NSAM
1045
North Star Asset Management
Wisconsin
$6.3M +$227K +2,020 +4%
CC
1046
Centiva Capital
New York
$6.28M +$5.81M +51,610 +1,238%
DWT
1047
Dorsey & Whitney Trust
South Dakota
$6.28M +$456K +4,047 +8%
AAM
1048
Autus Asset Management
Arizona
$6.27M -$30.1K -267 -0.5%
BCA
1049
Bray Capital Advisors
Florida
$6.25M +$30.2K +268 +0.5%
PRA
1050
Pine Ridge Advisers
New York
$6.25M – – –
40 41
42
43 44